Kevin
Brown
Align Wealth Management, LLC
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About this Advisor
Kevin Brown is a certified financial planner working out of Oklahoma City, Oklahoma with 2 years of industry experience. Brown is an advisor for Align Wealth Management, LLC. Over the course of their career, Brown has held roles at American Century Investment Services Inc, Oklahoma State University, Edward Jones, Alltrans Port Services, Inc, Texas Transloaders, Inc, Avantis Investors and Align Wealth Management, LLC. Brown holds a Series 63 license, which qualifies them as a securities representative, and can work in Oklahoma and Texas. Align Wealth Management, LLC is a registered investment business based in Oklahoma City, OK. The investment advisory business has just five employees. It manages $415 million in total assets across its 991 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 991 customer accounts, 52% are associated with high-net-worth individuals who have at least $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically are based on which services are provided. However, fees billed by Align Wealth Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Align Wealth Management, LLC Brokerage Details
$415,407,000
5
991
$419,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kevin Brown Work History
Kevin has been registered as a financial advisor for 2 years.*
Align Wealth Management, LLC
Avantis Investors
American Century Investment Services Inc
Oklahoma State University
Edward Jones
Oklahoma State University
Alltrans Port Services, Inc
Oklahoma State University
Texas Transloaders, Inc
Oklahoma State University
Texas Transloaders, Inc
Oklahoma State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Align Wealth Management, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
